Osprey Academy - Customer Support & Training

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Management Reporting

Recommended for Accounts Supervisors, Case Workers, Case Management Supervisors and Managers

Delivered online via video conference

Duration is 45 minutes

About this course

Management Reporting

  • Introduction
  • Trial Balance and Profit & Loss
  • Budget Analysis
  • Credit Limit Warnings
  • Key Dates Report
  • Review Periods
  • Fees Analysis
  • Time Spent
  • Percentage Recovery
  • Top Client – Billing, New Matters and WIP Report
  • Top Users – Tasks Ticked & Files Opened